Best Investors Account Sign in
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-07
UT RA APPROVED 2023-06-20
  • TX RA
    APPROVED
    Since 2023-08-07
  • UT RA
    APPROVED
    Since 2023-06-20

Branch Locations

2380 Washington Blvd, Ogden, UT 84401 • United States

One Bryant Park, New York, NY 10036 • UNITED STATES

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ogden UT 11/2022 Present
Go1 Salt Lake City UT 02/2022 06/2022
Cohley Salt Lake City UT 08/2021 02/2022
Lucid Software Salt Lake City UT 11/2020 07/2021
Marketstar Ogden UT 01/2019 11/2020
Trugolf Centerville UT 08/2017 12/2018
Diesel Power Gear Bountiful UT 02/2017 08/2017
Intermountain Health Care Ogden UT 04/2014 03/2017
Us Army Reserve Ogden UT 03/2012 Present
Western Governors University Salt Lake City UT 06/2018 Present
Bank Of America, N.A. Ogden UT 02/2023 Present
  • 11/2022 → Present
    Ogden, UT
  • 02/2022 → 06/2022
    Go1
    Salt Lake City, UT
  • 08/2021 → 02/2022
    Cohley
    Salt Lake City, UT
  • 11/2020 → 07/2021
    Lucid Software
    Salt Lake City, UT
  • 01/2019 → 11/2020
    Marketstar
    Ogden, UT
  • 08/2017 → 12/2018
    Trugolf
    Centerville, UT
  • 02/2017 → 08/2017
    Diesel Power Gear
    Bountiful, UT
  • 04/2014 → 03/2017
    Intermountain Health Care
    Ogden, UT
  • 03/2012 → Present
    Us Army Reserve
    Ogden, UT
  • 06/2018 → Present
    Western Governors University
    Salt Lake City, UT
  • 02/2023 → Present
    Bank Of America, N.A.
    Ogden, UT
Other Businesses

I*1871279, Entity Type: Entity Governmental, Name of OBA: United States Army Reserve, Address: Sioux Falls, SD, 57107, Investment Related: No, Position, Title, Association: Employee, Employee Start Date: 03/22/2012, No Hours: 48hrs/Mo, No Hours during trading: 0, Duties: Service member in the United States Army Reserves.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-16
  • S66 Uniform Combined State Law Examination
    2023-06-16

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Ogden, UT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor